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David Peterson's
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Current Position:

Chief Compliance Officer / OSJ at WealthPlan Partners

Experience:

31 years

Location:

Omaha, Nebraska, United States

How to contact David Peterson

Last updated:2025-05-03
emaild*******n@wealthplan.group
phone+1-***-***-6611
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Analytics

According to LinkedIn David Peterson started working on 1994, then the employee has changed 5 companies and 6 jobs. On average, David Peterson works for one company for 4 years 6 months. David Peterson has been working as a Chief Compliance Officer / OSJ for WealthPlan Partners for 761 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Chief Compliance Officer / OSJ at WealthPlan Partners

Sep 2023 - Current

Director of OSJ Supervision at AdvisorNet Financial

Apr 2021 - Sep 2023

Director of Operations - Asset Movement and Trade Support at Securities America Inc.

Jul 2018 - Mar 2021

Interm Manager of Account Maintenance at Securities America Inc.

Oct 2018 - Dec 2018

Trading Manager / Brokerage Services Manager at SII Investments

Apr 2006 - Jul 2018

Head Trader / Trading Supervisor at Harbour Investments, Inc

Apr 1999 - Jan 2006

Investment Supervisor at AnchorBank, a division of Old National Bank

Jan 1994 - Jan 1999

Education

BA at University of Wisconsin-Madison

Current Company Information WealthPlan Partners

Name: WealthPlan Partners

Location: Omaha, Nebraska, United States

Employees: 100-200

Description: WealthPlan Partners specializes in asset, investment, and wealth management as well as financial planning services....

Frequently Asked Questions

How long has David Peterson been working as a Chief Compliance Officer / OSJ?

David Peterson's total experience in various companies as a Chief Compliance Officer / OSJ 2 years 1 month.

What is David Peterson's minimum period of employment in the companies?

David Peterson's minimum period of employment in various companies is 2 months.

What is David Peterson's average duration of employment for different companies?

On average, David Peterson works for one company for 4 years 11 months

What industries has David Peterson worked in?

David Peterson works in the Financial Services. Previously, David Peterson worked in the Banking.

What positions has David Peterson held before?

Previously, David Peterson worked as a Director of OSJ Supervision, and Director of Operations - Asset Movement and Trade Support, and Interm Manager of Account Maintenance, and Trading Manager / Brokerage Services Manager, and Head Trader / Trading Supervisor.

How do I contact David Peterson?

David Peterson's email address is d*******n@wealthplan.group, phone number is +1-***-***-6611. Sign up to get contact details.
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David Peterson Namesakes

Name
Company
Position
D
California Dream'n Guitars
Founder, CEO
D
Active Selling Leader
D
chemist/project manager
D
Peterson Spray Foam Insulation, Inc
Owner
D
Illinois Hoops Scouting Service
CEO/ Founder/ Director of Scouting
D
SbjhomesolutionsLLC
Real Estate Investor

Other employees at WealthPlan Partners

Name
Company
Position
S
Customer Service Manager
J
Certified Financial Planner™
B
Relationship Manager
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